See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,713 | $210,648-67.9% | $177,989-62.0% | $145,922-53.6% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 8.56% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,569 | $4,565-43.7% | $3,949-34.9% | $4,660-44.9% |
| Participant deferral / active EE | $8,712 | $6,958+25.2% | $6,276+38.8% | $6,688+30.3% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |